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Disclosery

L.M. KOHN & COMPANY: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on CAT, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 1,665 CAT shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,665 shares
    Change vs previous 13F -490 shares

    0.95% of the 13F portfolio, value $794,455.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 2,155 shares
    Change vs previous 13F -350 shares

    0.23% of the 13F portfolio, value $836,593.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 2,505 shares
    Change vs previous 13F -144 shares

    0.22% of the 13F portfolio, value $826,313.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 2,649 shares
    Change vs previous 13F -7 shares

    0.25% of the 13F portfolio, value $961,044.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 2,656 shares
    Change vs previous 13F +215 shares

    0.26% of the 13F portfolio, value $1,038,897.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 2,441 shares
    Change vs previous 13F +462 shares

    0.22% of the 13F portfolio, value $812,947.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 1,979 shares
    Change vs previous 13F +29 shares

    0.2% of the 13F portfolio, value $725,106.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 1,950 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $576,657.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).